Trust Fund #1181 (Protestant Episcopal Bishop of San Joaquin a Corporation Sole, Restricted Funds Account – Mary Zita Turtle Trust Sub-account – renaming)
Resolution text
Resolved, That Trust Fund # 1181, Protestant Episcopal Bishop of San Joaquin a Corporation Sole, Restricted Funds Account – Togni Remainder Trust Sub-account, be renamed to Protestant Episcopal Bishop of San Joaquin a Corporation Sole, Restricted Funds Account – Mary Zita Turtle Trust Sub-account as per Treasurer’s instruction of January 17, 2020. This change is effective from December 31, 2019.
Explanation
Trust Fund # 1181 Protestant Episcopal Bishop of San Joaquin a Corporation Sole, Restricted Funds Account – Mary Zita Turtle Trust Sub-account (2018)
This fund was established with $10,000.00 as an investment account by the Diocese of San Joaquin, CA. This is a custodial-type fund, meaning that DFMS is not trustee for these funds but as custodian is providing the owner (Diocese of San Joaquin, CA) with access to investment management through DFMS endowment. The owner may add to or withdraw principal funds at its discretion.